MW
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Marcum Wealth’s Waste Management WM Stock Holding History

Marcum Wealth’s Portfolio WM Stock Details WM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$415K Sell
1,792
-82
-4% -$18.2K 0.04% 219
2024
Q4 		$378K Buy
1,874
+120
+7% +$25.8K 0.03% 238
2024
Q3 		$364K Buy
1,754
+53
+3% +$11.1K 0.03% 239
2024
Q2 		$363K Buy
1,701
+4
+0.2% +$831 0.04% 242
2024
Q1 		$362K Sell
1,697
-389
-19% -$76.4K 0.04% 235
2023
Q4 		$374K Buy
2,086
+433
+26% +$72.6K 0.04% 223
2023
Q3 		$252K Sell
1,653
-19
-1% -$3.07K 0.03% 277
2023
Q2 		$290K Buy
1,672
+40
+2% +$6.61K 0.03% 254
2023
Q1 		$266K Sell
1,632
-61
-4% -$9.34K 0.03% 264
2022
Q4 		$266K Sell
1,693
-241
-12% -$38.8K 0.04% 264
2022
Q3 		$310K Buy
1,934
+66
+4% +$10.9K 0.05% 233
2022
Q2 		$286K Buy
1,868
+124
+7% +$19.4K 0.04% 244
2022
Q1 		$276K Buy
1,744
+22
+1% +$3.33K 0.04% 258
2021
Q4 		$287K Sell
1,722
-205
-11% -$33K 0.04% 261
2021
Q3 		$288K Buy
1,927
+191
+11% +$28.6K 0.05% 243
2021
Q2 		$243K Buy
1,736
+43
+3% +$5.94K 0.04% 250
2021
Q1 		$218K Buy
+1,693
New +$198K 0.04% 269

Other funds holding WM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Marcum Wealth's WM Position: Q1 2025 in Review

Marcum Wealth reduced its Waste Management (WM) stake by 4.4% in Q1 2025, selling an estimated $18.2K and leaving 1,792 shares worth $415K. The position accounts for 0.04% of the portfolio, ranked #219.

Marcum Wealth first reported a position in WM in Q1 2021 and has held it in 17 quarters since. 2,202 funds tracked by Wall St. Rank hold WM as of Q1 2025.

  • Marcum Wealth held 1,792 shares of Waste Management worth $415K as of Q1 2025.
  • Marcum Wealth sold 82 Waste Management shares in Q1 2025, an estimated $18.2K.
  • Waste Management made up 0.04% of Marcum Wealth's portfolio in Q1 2025, its #219 holding.
  • Marcum Wealth first reported a position in Waste Management in Q1 2021 and has held it in 17 quarters since.
  • 2,202 funds tracked by Wall St. Rank held Waste Management as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.